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Chief Executive Officer, Chief Investment Officer, and Shareholder · United Asset Strategies Inc.

Matthew R. Delorenzo

CRD 5021432 · Named on Form ADV at one SEC-registered adviser

At a glance

United Asset Strategies Inc., an SEC-registered wealth manager based in Garden City, NY with $2.2 billion in regulatory assets, lists Matthew R. Delorenzo on its Form ADV as Chief Executive Officer, Chief Investment Officer, and Shareholder, a control person.

Firms and roles

  • United Asset Strategies Inc.Chief Executive Officer, Chief Investment Officer, and ShareholderWealth manager · Garden City, NY · $2.2B in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.